Purchases and Sales Made in Q2 2025 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR NASDAQ EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.1K+ 26.32% |
$326K - $386K
|
34.1K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.07K+ 39.84% |
$324K - $384K
|
24.8K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.06K+ 5.33% |
$324K - $384K
|
139K
$7.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.06KNew |
$324K - $384K
|
7.06K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.04K+ 917.86% |
$323K - $383K
|
7.81K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7KNew |
$321K - $381K
|
7K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.98K+ 20.51% |
$320K - $380K
|
41K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.86K+ 21.21% |
$315K - $373K
|
39.2K
$2.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.86K+ 39.64% |
$315K - $373K
|
24.2K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.8K+ 24.58% |
$312K - $370K
|
34.5K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.75KNew |
$310K - $367K
|
6.75K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6.71K+ 7.91% |
$308K - $365K
|
91.5K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.67K+ 23.89% |
$306K - $363K
|
34.6K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.52K+ 6523.0% |
$299K - $355K
|
6.62K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.3K+ 22.91% |
$289K - $343K
|
33.8K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.26K+ 31.1% |
$287K - $340K
|
26.4K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 5.85% |
$285K - $338K
|
112K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.01K+ 8.89% |
$276K - $327K
|
73.6K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.84KNew |
$268K - $318K
|
5.84K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.83KNew |
$267K - $317K
|
5.83K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.8K+ 48333.33% |
$266K - $316K
|
5.81K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.74K+ 121.42% |
$263K - $312K
|
10.5K
$592K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.62KNew |
$258K - $306K
|
5.62K
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.59KNew |
$257K - $304K
|
5.59K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.56KNew |
$255K - $303K
|
5.56K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.51K+ 106.36% |
$253K - $300K
|
10.7K
$604K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.5K+ 22.24% |
$252K - $299K
|
30.2K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.47K+ 9.63% |
$251K - $298K
|
62.3K
$3.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.47K+ 20.76% |
$251K - $298K
|
31.8K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
5.41K+ 57.6% |
$248K - $294K
|
14.8K
$837K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.36K+ 95.63% |
$246K - $292K
|
11K
$620K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.34K+ 2.03% |
$245K - $291K
|
269K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.32KNew |
$244K - $290K
|
5.32K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.3KNew |
$243K - $288K
|
5.3K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.09K+ 33.52% |
$234K - $277K
|
20.3K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$229K - $272K
|
5K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.98K+ 17.58% |
$228K - $271K
|
33.3K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.91K+ 2.92% |
$225K - $267K
|
173K
$9.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.91K+ 20.91% |
$225K - $267K
|
28.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 19.06% |
$225K - $267K
|
30.6K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.86K+ 6.0% |
$223K - $265K
|
86K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
4.86K+ 57.38% |
$223K - $264K
|
13.3K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.84KNew |
$222K - $263K
|
4.84K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.83KNew |
$222K - $263K
|
4.83K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.74K+ 43.05% |
$218K - $258K
|
15.8K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.66K+ 8.71% |
$214K - $254K
|
58.2K
$3.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.6K+ 7.76% |
$211K - $250K
|
63.9K
$3.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.6K+ 9.33% |
$211K - $250K
|
53.9K
$3.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.6K+ 73.02% |
$211K - $250K
|
10.9K
$616K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.59K+ 52.21% |
$210K - $250K
|
13.4K
$756K
|